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ABOUT OUR LEADERSHIP
Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Our professionals strive to provide actionable business advice that allows businesses to save money, strategically scale and perform at peak operational efficiency.
Meet our leadership
Kirk E. Loerwald, CFP®, MBA, AIF®
Partner, Head – Athletes & Artists Division
SAX Advisors LLC
Expertise: Wealth Management
Parsippany, NJ | 973.554.6974 | kloerwald@saxwa.com
Education
- MBA, University of Notre Dame’s Mendoza College of Business
About
Kirk E. Loerwald, CFP®, MBA, AIF®, is a Partner at SAX Wealth Advisors and leads the firm’s Athletes & Artists division, providing complete financial management for professional athletes, artists, and high-net-worth families. He specializes in serving individuals with dynamic income cycles, complex tax exposure, and compressed earning windows — helping them convert peak earnings into financial independence and multi-generational wealth.
He leads a comprehensive advisory platform designed to support the full financial lifecycle of professional talent — from pre-contract planning through career transitions and long-term legacy strategy. The division brings together disciplined investment management, structured cash flow planning, advanced risk protection — including disability and loss-of-value coverage — and coordinated tax and estate planning to create a cohesive, forward-looking wealth strategy tailored to each client.
Known for combining strategic investment oversight with concierge-level service, he is a valued partner to agents, attorneys, CPAs, and industry professionals across the sports and entertainment landscape. Serving as a first call for major financial decisions, he emphasizes clarity, structure, and proactive guidance — helping every element of a client’s financial life be aligned, well-coordinated, and positioned for long-term stability beyond their playing or performance years.
Prior to joining SAX Wealth Advisors, Kirk served as Senior Vice President at Key Private Bank, advising high-net-worth individuals and families on advanced planning fiduciary oversight, and portfolio management, including liquidity events, trust structuring, and complex estate strategies.
Kirk is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® professional, bringing strategic leadership, integrity, and long-term partnership to every client relationship.